8:00AM - 9:00AM

Check-in & Breakfast
Location: Lerner Hall Broadway Entrance 8-9am

Keynotes & Panels
Location: Roone Arledge Auditorium

9:00AM - 9:15AM

Welcome Remarks
Dean Glenn Hubbard, Dean, Columbia Business School

9:15AM - 10:00AM

Morning Keynote: A Fireside Chat with Marty Whitman
Marty Whitman, Third Avenue Management

10:00AM - 10:15AM

Break

10:15AM - 11:30AM

Panel 1: Lessons Learned: Investing Through a Financial Crisis
Bob Doll, BlackRock
Bruce Herring, Fidelity Investments
Wendy Trevisani, Thornburg Investment Management
Moderator: Bruce Greenwald, Robert Heilbrunn Professor of Finance & Asset Management, Columbia Business School

11:30AM - 12:30PM

Lunch

12:30PM - 1:30PM

Afternoon Keynote
David Dreman, Dreman Value Management

1:30PM - 1:45PM

Break

1:45PM - 3:00PM

Panel 2: Distressed Investing: Maximizing Returns with a Margin of Safety
Daniel Arbess , Perella Weinberg Partners
Jamie Zimmerman, Litespeed Management
Jeffrey Altman , Owl Creek Asset Management
Moderator: Guy Shanon, Kingstown Capital

3:00PM - 3:15PM

Break

3:15PM - 4:30PM

Panel 3: Mental Models in Investing - A Discussion of Investment Philosophies with Practical Examples
Bruce Berkowitz, Fairholme Capital Management
David Abrams, Abrams Capital
William Browne , Tweedy, Browne Company
Moderator: Michael Mauboussin, Legg Mason Capital Management

4:30PM - 5:30PM

Reception
Location: Lerner North Lobby